disc
join:2005-12-31
Raleigh, NC
| reply to NumberCruncher
Re: A little less
Good analysis, but I'm wondering if they're two different types of investments. For instance, $3785 represents the purchase price of the business that's being purchased. On one hand, their assetts are being purchased, but what's also being purchased is that they're a business that is generating cash flow. It has other costs such as OPex built into it.
In comparison, VZ's investment represents CAPex per sub, but not OPex, Rev, etc. Would it maybe be better to use the 10 Year NPV of Verizon's business case and divide that across the number of subscribers? Maybe some Year greater than 10? I don't know. It would be interesting to know how the buyout firms actually do this type of calculation. |
